Cumberland Advisors’s Enterprise Products Partners EPD Stock Holding History

Cumberland Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,840	Closed	-$224K	–	71
2019 Q3	$224K	Hold	7,840	–	–	0.06%	72
2019 Q2	$226K	Buy	+7,840	New	+$226K	0.08%	72
2019 Q1	–	Sell	-8,630	Closed	-$212K	–	74
2018 Q4	$212K	Buy	+8,630	New	+$231K	0.08%	66
2018 Q3	–	Sell	-550	Closed	-$15K	–	43
2018 Q2	$15K	Buy	+550	New	+$15K	0.01%	42
2017 Q3	–	Sell	-550	Closed	-$15K	–	43
2017 Q2	$15K	Hold	550	–	–	0.01%	45
2017 Q1	$15K	Sell	550 -1,000	-65%	-$27.9K	0.01%	37
2016 Q4	$42K	Buy	1,550 +200	+15%	+$5.21K	0.03%	36
2016 Q3	$37K	Hold	1,350	–	–	0.02%	35
2016 Q2	$40K	Buy	1,350 +160	+13%	+$4.29K	0.02%	32
2016 Q1	$29K	Hold	1,190	–	–	0.02%	29
2015 Q4	$30K	Sell	1,190 -60	-5%	-$1.56K	0.02%	35
2015 Q3	$31K	Sell	1,250 -720	-37%	-$20K	0.02%	32
2015 Q2	$59K	Hold	1,970	–	–	0.03%	40
2015 Q1	$65K	Buy	1,970 +20	+1%	+$670	0.03%	42
2014 Q4	$70K	Hold	1,950	–	–	0.04%	46
2014 Q3	$79K	Buy	1,950 +700	+56%	+$27.5K	0.05%	41
2014 Q2	$49K	Buy	1,250 +700	+127%	+$25.8K	0.03%	34
2014 Q1	$19K	Hold	550	–	–	0.01%	35
2013 Q4	$18K	Hold	550	–	–	0.01%	30
2013 Q3	$17K	Buy	+550	New	+$16.8K	0.01%	36

Other funds holding EPD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cumberland Advisors's EPD Position: Q4 2019 in Review

Cumberland Advisors sold out of Enterprise Products Partners (EPD) in Q4 2019, closing a stake of 7,840 shares — an estimated $224K sold.

Cumberland Advisors first reported a position in EPD in Q3 2013 and held it in 20 quarters. The position peaked at $226K in Q2 2019. 1,146 funds tracked by Wall St. Rank hold EPD as of Q4 2019.

Cumberland Advisors reported no remaining Enterprise Products Partners position as of Q4 2019 after selling out during the quarter.
Cumberland Advisors sold 7,840 Enterprise Products Partners shares in Q4 2019, an estimated $224K.
Cumberland Advisors first reported a position in Enterprise Products Partners in Q3 2013 and held it in 20 quarters.
Cumberland Advisors's Enterprise Products Partners position peaked at $226K in Q2 2019.
1,146 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2019.

Based on Cumberland Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.